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Is Tech Regulation A Market Risk?

by Marko Papic, Chief Investment Strategist & Head of GeoMacro  

One of the best things about working at the world’s largest – and oldest! – market research firm is that the “vault” contains research on almost any conceivable topic. As such, I pen this short missive to flag to the GeoMacro clients three reports on the risk of tech regulation – relevant in the context of the October 8 US Department of Justice statement that it may look to force Google to divest parts of its business.

BCAリサーチ | GeoMacro Strategy

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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